Bailing on Bonds

Discussion of the Bond portion of the Permanent Portfolio

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portart
Executive Member
Executive Member
Posts: 278
Joined: Mon Feb 11, 2013 8:20 am

Bailing on Bonds

Post by portart »

The word on the street is that bonds are ready for destruction. Didn't look like it today. Just another example of not trying to time any investment part of the PP. Totally neutralized the Dow losses
today and actually made a little on the gold part. Thanks HB
tnt
Associate Member
Associate Member
Posts: 46
Joined: Sun Mar 02, 2014 9:30 am

Re: Bailing on Bonds

Post by tnt »

I am a little late on this one but I too am hearing all of the talking heads starting the bond destruction talk and a day later they are talking out of the other side of their mouth.  This is definitely a perfect time for pp as uncertainty ramps up and slow growth continues or declines along with stocks eventually.  HB's perspective on the 4 primary market conditions really helps us understand what is going on in a very simple and fundamental way versus the day to day noise of the talking heads.
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